Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.91%
Stock 99.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 86.13%
Mid 8.85%
Small 5.02%
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Region Exposure

% Developed Markets: 95.32%    % Emerging Markets: 3.72%    % Unidentified Markets: 0.97%

Americas 47.55%
47.55%
Canada 2.21%
United States 45.35%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.47%
United Kingdom 10.16%
24.30%
France 6.72%
Germany 4.40%
Ireland 4.05%
Netherlands 8.13%
Switzerland 1.00%
0.00%
0.00%
Greater Asia 17.01%
Japan 6.54%
0.00%
6.75%
Hong Kong 1.13%
South Korea 2.36%
Taiwan 3.26%
3.72%
China 2.03%
India 1.69%
Unidentified Region 0.97%

Stock Sector Exposure

Cyclical
27.02%
Materials
4.00%
Consumer Discretionary
7.71%
Financials
15.31%
Real Estate
0.00%
Sensitive
53.37%
Communication Services
8.15%
Energy
1.94%
Industrials
19.40%
Information Technology
23.89%
Defensive
19.61%
Consumer Staples
3.09%
Health Care
14.55%
Utilities
1.97%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available